ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,975 | -11.4% | 8,221 | -9.7% | 0.16% | -6.0% |
| Q2 2023 | $917,491 | -8.4% | 9,103 | -7.6% | 0.17% | -14.0% |
| Q1 2023 | $1,001,148 | -11.0% | 9,848 | -8.7% | 0.19% | -14.6% |
| Q4 2022 | $1,124,541 | +13.2% | 10,788 | -0.8% | 0.23% | -2.6% |
| Q3 2022 | $993,000 | -9.1% | 10,871 | -0.1% | 0.23% | -6.1% |
| Q2 2022 | $1,092,000 | -8.6% | 10,877 | -2.7% | 0.25% | +7.4% |
| Q1 2022 | $1,195,000 | -23.6% | 11,180 | -27.9% | 0.23% | -25.3% |
| Q4 2021 | $1,565,000 | -0.2% | 15,501 | -6.8% | 0.31% | -13.7% |
| Q3 2021 | $1,568,000 | -5.8% | 16,638 | -3.6% | 0.36% | -5.3% |
| Q2 2021 | $1,665,000 | +3.3% | 17,253 | +1.6% | 0.38% | -1.0% |
| Q1 2021 | $1,612,000 | +1.5% | 16,984 | -6.3% | 0.38% | -6.4% |
| Q4 2020 | $1,588,000 | +3.7% | 18,117 | -4.7% | 0.41% | +2.8% |
| Q3 2020 | $1,531,000 | -4.6% | 19,018 | -3.8% | 0.40% | -9.4% |
| Q2 2020 | $1,604,000 | – | 19,766 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 1,790 | $15,968,000 | 14.08% |
| Stratford Consulting, LLC | 386,875 | $36,092,000 | 12.90% |
| Wolff Financial Management LLC | 139,397 | $13,004,000 | 10.79% |
| FundX Investment Group, LLC | 282,560 | $26,360,000 | 8.95% |
| Shamrock Asset Management LLC | 114,465 | $10,678,000 | 8.45% |
| WealthOne, LLC | 71,567 | $6,676,000 | 7.54% |
| Bouchey Financial Group Ltd | 272,286 | $25,402,000 | 6.35% |
| LBMC INVESTMENT ADVISORS, LLC | 402,694 | $37,567,000 | 5.96% |
| Lantz Financial LLC | 87,090 | $8,125,000 | 5.89% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,937 | $19,865,000 | 5.76% |